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Evergreen Capital Management’s D.R. Horton DHI Stock Holding History

Evergreen Capital Management’s Portfolio DHI Stock Details DHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.13M Buy
8,233
+1,650
+25% +$249K 0.02% 456
2025
Q4 		$948K Sell
6,583
-455
-6% -$69.3K 0.02% 487
2025
Q3 		$1.19M Buy
7,038
+439
+7% +$69K 0.03% 365
2025
Q2 		$851K Sell
6,599
-51
-0.8% -$6.28K 0.03% 398
2025
Q1 		$845K Sell
6,650
-29
-0.4% -$3.89K 0.03% 363
2024
Q4 		$934K Sell
6,679
-142
-2% -$23.7K 0.03% 348
2024
Q3 		$1.3M Buy
6,821
+66
+1% +$11.6K 0.04% 295
2024
Q2 		$952K Buy
6,755
+213
+3% +$31.3K 0.03% 317
2024
Q1 		$1.08M Sell
6,542
-80
-1% -$12K 0.04% 284
2023
Q4 		$1.01M Sell
6,622
-3,370
-34% -$415K 0.04% 292
2023
Q3 		$1.07M Buy
9,992
+3,489
+54% +$418K 0.05% 278
2023
Q2 		$791K Buy
6,503
+66
+1% +$7.22K 0.03% 314
2023
Q1 		$629K Buy
6,437
+31
+0.5% +$2.96K 0.03% 335
2022
Q4 		$571K Sell
6,406
-189
-3% -$15.1K 0.03% 352
2022
Q3 		$444K Buy
6,595
+254
+4% +$18.7K 0.02% 359
2022
Q2 		$420K Buy
6,341
+1,267
+25% +$89K 0.02% 366
2022
Q1 		$378K Buy
5,074
+410
+9% +$35.6K 0.02% 428
2021
Q4 		$506K Sell
4,664
-233
-5% -$22.4K 0.02% 376
2021
Q3 		$411K Buy
4,897
+158
+3% +$14.6K 0.02% 383
2021
Q2 		$428K Buy
4,739
+129
+3% +$12.1K 0.02% 361
2021
Q1 		$411K Buy
4,610
+258
+6% +$20.2K 0.02% 342
2020
Q4 		$300K Sell
4,352
-37
-0.8% -$2.7K 0.02% 344
2020
Q3 		$332K Sell
4,389
-105
-2% -$7.17K 0.02% 317
2020
Q2 		$249K Buy
+4,494
New +$218K 0.02% 334

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evergreen Capital Management's DHI Position: Q1 2026 in Review

Evergreen Capital Management increased its D.R. Horton (DHI) stake by 25% in Q1 2026, buying an estimated $249K and bringing the position to 8,233 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #456.

Evergreen Capital Management first reported a position in DHI in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.3M in Q3 2024. 1,143 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

  • Evergreen Capital Management held 8,233 shares of D.R. Horton worth $1.13M as of Q1 2026.
  • Evergreen Capital Management bought 1,650 D.R. Horton shares in Q1 2026, an estimated $249K.
  • D.R. Horton made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #456 holding.
  • Evergreen Capital Management first reported a position in D.R. Horton in Q2 2020 and has held it in 24 quarters since.
  • Evergreen Capital Management's D.R. Horton position peaked at $1.3M in Q3 2024.
  • 1,143 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.